| LNT |
Report |
2Q26 ongoing EPS |
IN-LINE |
pred ~$0.70 vs. cons $0.70 |
MEDIUM |
| LNT |
Report |
2Q26 total revenue |
BEAT |
pred ~$1.01B vs. cons $0.99B |
LOW |
| LNT |
Report |
Contracted data-center demand |
IN-LINE |
pred ~3.4 GW vs. cons 3.4 GW |
MEDIUM |
| LNT |
Guide |
FY26 ongoing EPS guidance midpoint |
UNCHANGED |
guide ~$3.41 vs. cons $3.41 (FY26) |
HIGH |
| LNT |
Guide |
Incremental gas-capacity development plan |
UNCHANGED |
guide ~1.82 GW vs. cons 1.82 GW (through 2031) |
MEDIUM |
| LNT |
Guide |
Planned common-equity funding need |
UNCHANGED |
guide ~$2.4B vs. cons $2.4B (2026-2029) |
MEDIUM |
| LNT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.6% |
— |
MEDIUM |
| LNT |
Return |
5-day cumulative residual |
+0.4% (STABILIZE) |
A modest revenue beat and EPS in-line result with FY26 guidance held at ~$3.41 versus ~$3.41 consensus should limit estimate revisions; unchanged ~3.4 GW contracted-load disclosure versus ~3.4 GW expectations leaves the longer-term data-center thesis intact but provides insufficient new out-period earnings math for sustained upside. |
MEDIUM |